Poten & Partners Inc.
Plan context: Poten & Partners Inc. Employee Savings and Protection Plan
EIN 13-2525652 • New York, NY • 40 filings • 10 plans
Current Snapshot
Latest Year
2019
2019 Participants
80
2019 Assets
$14,320,992
2019 Contributions
$30,184
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $30,184 | - |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 0 | - | $30,184 | - |
| 2018 | 1 | 80 | $14,320,992 | $837,877 | $10,473iApproximate average salary by contribution assumption: employee only about $261,837 at 4% or $174,558 at 6%; with 50% employer match about $174,558 at 4% or $116,372 at 6%; with 100% employer match about $130,918 at 4% or $87,279 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 80 | $14,320,992 | $837,877 | $10,473iApproximate average salary by contribution assumption: employee only about $261,837 at 4% or $174,558 at 6%; with 50% employer match about $174,558 at 4% or $116,372 at 6%; with 100% employer match about $130,918 at 4% or $87,279 at 6%. |
| 2017 | 1 | 87 | $14,977,315 | $865,191 | $9,945iApproximate average salary by contribution assumption: employee only about $248,618 at 4% or $165,745 at 6%; with 50% employer match about $165,745 at 4% or $110,497 at 6%; with 100% employer match about $124,309 at 4% or $82,873 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 87 | $14,977,315 | $865,191 | $9,945iApproximate average salary by contribution assumption: employee only about $248,618 at 4% or $165,745 at 6%; with 50% employer match about $165,745 at 4% or $110,497 at 6%; with 100% employer match about $124,309 at 4% or $82,873 at 6%. |
| 2016 | 1 | 86 | $12,613,138 | $987,851 | $11,487iApproximate average salary by contribution assumption: employee only about $287,166 at 4% or $191,444 at 6%; with 50% employer match about $191,444 at 4% or $127,629 at 6%; with 100% employer match about $143,583 at 4% or $95,722 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 86 | $12,613,138 | $987,851 | $11,487iApproximate average salary by contribution assumption: employee only about $287,166 at 4% or $191,444 at 6%; with 50% employer match about $191,444 at 4% or $127,629 at 6%; with 100% employer match about $143,583 at 4% or $95,722 at 6%. |
| 2015 | 1 | 90 | $13,423,053 | $737,356 | $8,193iApproximate average salary by contribution assumption: employee only about $204,821 at 4% or $136,547 at 6%; with 50% employer match about $136,547 at 4% or $91,032 at 6%; with 100% employer match about $102,411 at 4% or $68,274 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 90 | $13,423,053 | $737,356 | $8,193iApproximate average salary by contribution assumption: employee only about $204,821 at 4% or $136,547 at 6%; with 50% employer match about $136,547 at 4% or $91,032 at 6%; with 100% employer match about $102,411 at 4% or $68,274 at 6%. |
| 2014 | 1 | 82 | $12,915,264 | $724,943 | $8,841iApproximate average salary by contribution assumption: employee only about $221,019 at 4% or $147,346 at 6%; with 50% employer match about $147,346 at 4% or $98,231 at 6%; with 100% employer match about $110,510 at 4% or $73,673 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 82 | $12,915,264 | $724,943 | $8,841iApproximate average salary by contribution assumption: employee only about $221,019 at 4% or $147,346 at 6%; with 50% employer match about $147,346 at 4% or $98,231 at 6%; with 100% employer match about $110,510 at 4% or $73,673 at 6%. |
| 2013 | 1 | 78 | $12,164,606 | $555,038 | $7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,948 at 4% or $59,299 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 78 | $12,164,606 | $555,038 | $7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,948 at 4% or $59,299 at 6%. |
| 2012 | 1 | 99 | $10,212,845 | $563,848 | $5,695iApproximate average salary by contribution assumption: employee only about $142,386 at 4% or $94,924 at 6%; with 50% employer match about $94,924 at 4% or $63,283 at 6%; with 100% employer match about $71,193 at 4% or $47,462 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 99 | $10,212,845 | $563,848 | $5,695iApproximate average salary by contribution assumption: employee only about $142,386 at 4% or $94,924 at 6%; with 50% employer match about $94,924 at 4% or $63,283 at 6%; with 100% employer match about $71,193 at 4% or $47,462 at 6%. |
| 2011 | 1 | 94 | $8,947,176 | $558,013 | $5,936iApproximate average salary by contribution assumption: employee only about $148,408 at 4% or $98,938 at 6%; with 50% employer match about $98,938 at 4% or $65,959 at 6%; with 100% employer match about $74,204 at 4% or $49,469 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 94 | $8,947,176 | $558,013 | $5,936iApproximate average salary by contribution assumption: employee only about $148,408 at 4% or $98,938 at 6%; with 50% employer match about $98,938 at 4% or $65,959 at 6%; with 100% employer match about $74,204 at 4% or $49,469 at 6%. |
| 2010 | 2 | 93 | $8,783,844 | $1,673,172 | $17,991iApproximate average salary by contribution assumption: employee only about $449,777 at 4% or $299,852 at 6%; with 50% employer match about $299,852 at 4% or $199,901 at 6%; with 100% employer match about $224,889 at 4% or $149,926 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 93 | $8,783,844 | $1,652,329 | $17,767iApproximate average salary by contribution assumption: employee only about $444,174 at 4% or $296,116 at 6%; with 50% employer match about $296,116 at 4% or $197,411 at 6%; with 100% employer match about $222,087 at 4% or $148,058 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 0 | - | $20,843 | - |
| 2009 | 2 | 92 | $17,795,639 | $574,011 | $6,239iApproximate average salary by contribution assumption: employee only about $155,981 at 4% or $103,988 at 6%; with 50% employer match about $103,988 at 4% or $69,325 at 6%; with 100% employer match about $77,991 at 4% or $51,994 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 53 | $10,785,194 | - | - |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 92 | $7,010,445 | $574,011 | $6,239iApproximate average salary by contribution assumption: employee only about $155,981 at 4% or $103,988 at 6%; with 50% employer match about $103,988 at 4% or $69,325 at 6%; with 100% employer match about $77,991 at 4% or $51,994 at 6%. |
| 2008 | 2 | 89 | $8,273,790 | $0 | - |
| Pension Plan of Poten and Partners Inc. | - | 57 | $8,273,790 | - | - |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 89 | - | - | - |
| 2007 | 2 | 99 | $0 | $0 | - |
| Pension Plan of Poten and Partners Inc. | - | 64 | - | - | - |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 99 | - | - | - |
| 2006 | 2 | 101 | $23,926,330 | $1,504,510 | $14,896iApproximate average salary by contribution assumption: employee only about $372,403 at 4% or $248,269 at 6%; with 50% employer match about $248,269 at 4% or $165,513 at 6%; with 100% employer match about $186,202 at 4% or $124,134 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 101 | $16,391,831 | $767,271 | $7,597iApproximate average salary by contribution assumption: employee only about $189,919 at 4% or $126,612 at 6%; with 50% employer match about $126,612 at 4% or $84,408 at 6%; with 100% employer match about $94,959 at 4% or $63,306 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 95 | $7,534,499 | $737,239 | $7,760iApproximate average salary by contribution assumption: employee only about $194,010 at 4% or $129,340 at 6%; with 50% employer match about $129,340 at 4% or $86,227 at 6%; with 100% employer match about $97,005 at 4% or $64,670 at 6%. |
| 2005 | 3 | 95 | $22,112,653 | $1,357,745 | $14,292iApproximate average salary by contribution assumption: employee only about $357,301 at 4% or $238,201 at 6%; with 50% employer match about $238,201 at 4% or $158,801 at 6%; with 100% employer match about $178,651 at 4% or $119,100 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 95 | $15,456,170 | $773,319 | $8,140iApproximate average salary by contribution assumption: employee only about $203,505 at 4% or $135,670 at 6%; with 50% employer match about $135,670 at 4% or $90,447 at 6%; with 100% employer match about $101,753 at 4% or $67,835 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 89 | $6,656,483 | $584,426 | $6,567iApproximate average salary by contribution assumption: employee only about $164,165 at 4% or $109,443 at 6%; with 50% employer match about $109,443 at 4% or $72,962 at 6%; with 100% employer match about $82,082 at 4% or $54,722 at 6%. |
| Profit Sharing Plan of Poten and Partners Inc. | - | 0 | - | - | - |
| 2004 | 3 | 89 | $19,785,563 | $1,125,094 | $12,642iApproximate average salary by contribution assumption: employee only about $316,038 at 4% or $210,692 at 6%; with 50% employer match about $210,692 at 4% or $140,461 at 6%; with 100% employer match about $158,019 at 4% or $105,346 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 89 | $12,938,027 | $638,418 | $7,173iApproximate average salary by contribution assumption: employee only about $179,331 at 4% or $119,554 at 6%; with 50% employer match about $119,554 at 4% or $79,703 at 6%; with 100% employer match about $89,665 at 4% or $59,777 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 85 | $5,474,066 | $486,676 | $5,726iApproximate average salary by contribution assumption: employee only about $143,140 at 4% or $95,427 at 6%; with 50% employer match about $95,427 at 4% or $63,618 at 6%; with 100% employer match about $71,570 at 4% or $47,713 at 6%. |
| Profit Sharing Plan of Poten and Partners Inc. | - | 89 | $1,373,470 | - | - |
| 2003 | 3 | 81 | $17,825,829 | $1,033,539 | $12,760iApproximate average salary by contribution assumption: employee only about $318,994 at 4% or $212,662 at 6%; with 50% employer match about $212,662 at 4% or $141,775 at 6%; with 100% employer match about $159,497 at 4% or $106,331 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 81 | $11,808,257 | $619,955 | $7,654iApproximate average salary by contribution assumption: employee only about $191,344 at 4% or $127,563 at 6%; with 50% employer match about $127,563 at 4% or $85,042 at 6%; with 100% employer match about $95,672 at 4% or $63,781 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 75 | $4,659,573 | $413,584 | $5,514iApproximate average salary by contribution assumption: employee only about $137,861 at 4% or $91,908 at 6%; with 50% employer match about $91,908 at 4% or $61,272 at 6%; with 100% employer match about $68,931 at 4% or $45,954 at 6%. |
| Profit Sharing Plan of Poten and Partners Inc. | - | 81 | $1,357,999 | - | - |
| 2002 | 3 | 76 | $3,231,581 | $683,738 | $8,997iApproximate average salary by contribution assumption: employee only about $224,914 at 4% or $149,943 at 6%; with 50% employer match about $149,943 at 4% or $99,962 at 6%; with 100% employer match about $112,457 at 4% or $74,971 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 76 | $3,231,581 | $683,738 | $8,997iApproximate average salary by contribution assumption: employee only about $224,914 at 4% or $149,943 at 6%; with 50% employer match about $149,943 at 4% or $99,962 at 6%; with 100% employer match about $112,457 at 4% or $74,971 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 75 | - | - | - |
| Profit Sharing Plan of Poten and Partners Inc. | - | 75 | - | - | - |
| 2001 | 3 | 71 | $0 | $0 | - |
| Pension Plan of Poten and Partners Inc. | - | 71 | - | - | - |
| Profit Sharing Plan of Poten and Partners Inc. | - | 71 | - | - | - |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 57 | - | - | - |
| 2000 | 3 | 66 | $12,492,969 | $357,328 | $5,414iApproximate average salary by contribution assumption: employee only about $135,352 at 4% or $90,234 at 6%; with 50% employer match about $90,234 at 4% or $60,156 at 6%; with 100% employer match about $67,676 at 4% or $45,117 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 66 | $10,757,488 | $357,328 | $5,414iApproximate average salary by contribution assumption: employee only about $135,352 at 4% or $90,234 at 6%; with 50% employer match about $90,234 at 4% or $60,156 at 6%; with 100% employer match about $67,676 at 4% or $45,117 at 6%. |
| Profit Sharing Plan of Poten and Partners Inc. | - | 66 | $1,735,481 | - | - |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 50 | - | - | - |
| 1999 | 3 | 64 | $18,512,162 | $739,861 | $11,560iApproximate average salary by contribution assumption: employee only about $289,008 at 4% or $192,672 at 6%; with 50% employer match about $192,672 at 4% or $128,448 at 6%; with 100% employer match about $144,504 at 4% or $96,336 at 6%. |
| Pension Plan of Poten and Partners Inc. | - | 64 | $11,523,141 | $422,794 | $6,606iApproximate average salary by contribution assumption: employee only about $165,154 at 4% or $110,103 at 6%; with 50% employer match about $110,103 at 4% or $73,402 at 6%; with 100% employer match about $82,577 at 4% or $55,051 at 6%. |
| Poten & Partners Inc. Employee Savings and Protection Plan | - | 50 | $4,137,505 | $317,067 | $6,341iApproximate average salary by contribution assumption: employee only about $158,534 at 4% or $105,689 at 6%; with 50% employer match about $105,689 at 4% or $70,459 at 6%; with 100% employer match about $79,267 at 4% or $52,845 at 6%. |
| Profit Sharing Plan of Poten and Partners Inc. | - | 64 | $2,851,516 | - | - |